Cristian Camilo Rubiano
Investment adviser representative at Oppenheimer & Co. Inc.
11 yearsExperience
1 stateRegistered in
$36.7BFirm assets
71 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Oppenheimer & Co. Inc.Nov 2024 to now
- Bank of America, N.A.Aug 2022 to Oct 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to Oct 2024
- CitigroupAug 2019 to Jul 2022
- UnemployedFeb 2019 to Jul 2019
- Morgan Stanley Private Bank, National AssociationNov 2015 to Jan 2019
- Morgan StanleyOct 2015 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
Oppenheimer & Co. Inc.
$36.7BAssets managed
39,036Clients
1,161Advisers
71 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6023603
- Firm CRD
- 249